Nick O'Kelly, CFP®

I’m a dedicated husband, father, and financial planner with a diverse background full of great life experiences.

I was born and raised in Washington State, became a Green Beret, tand hen decided it would be cool to fly helicopters in the Army. While that was fun and full of adventures, I now fly a desk and love every second I spend providing value for my clients. Because of my experiences, I bring a unique combination of elite military service and a deep passion for financial planning to my clients. At the heart of my approach is a commitment to helping others as a servant leader. I view my clients as an extension of my family and treat their finances as such. The greatest joy is bringing new ideas to help others reach their goals. As stated before, my military career began with a Special Forces contract, where I earned the distinguished Green Beret and served in 1st Special Forces Group (Airborne) in Okinawa, Japan. When my son was born, I pursued flight school to further my financial life and career. I became a Blackhawk Pilot and eventually was a part of the elite 160th Special Operations Aviation Regiment. Regarding education pursuits, Nick is a CERTIFIED FINANCIAL PLANNER™ practitioner as well as a Retirement Income Certified Professional®. He also received a Bachelor of Science in Aeronautics from Embry-Riddle Aeronautical University. Beyond his professional achievements, Nick’s most significant source of happiness is his family. He is a devoted husband to his wonderful wife and a loving father to their two exceptional children. Nick is an avid sports fan in his spare time and loves the outdoors. Staying active and healthy is a priority for Nick, reflecting his commitment to personal well-being and setting a positive example for his loved ones. In addition to financial planning, Nick is actively a mental health advocate for the military community. He is an ambassador for Give an Hour and a board member of The Davis Focus Project, both veteran-focused non-profit organizations. My family attends Mercy Church in Charlotte and is constantly growing in our faith. My life story is one of resilience, service, and a continuous journey towards personal and professional growth. I’d love to connect and see if Cadence Wealth Partners is a good fit for you to reach your goals.